ETN vs SMCI: Which Is the Better Buy?
Side-by-side comparison of Eaton Corporation plc and Super Micro Computer, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
Eaton Corporation plc · Industrials
$447.28
-9.5% upside to fair value
Med Conviction
Grade C+
VS
Super Micro Computer, Inc. · Technology
$30.66
+45.0% upside to fair value
Grade B
QuantHub Verdict
SMCI has more upside to fair value
(+45.0%).
SMCI trades at a lower forward P/E
(14.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ETN |
SMCI |
| Current Price |
$447.28 |
$30.66 |
| Fair Value Estimate |
$405.00 |
$44.46 |
| Upside to Fair Value |
-9.5%
|
+45.0%
|
| Market Cap |
$173.7B |
$18.4B |
| Forward P/E |
33.2x
|
14.7x
|
| EV / EBITDA |
30.0x
|
13.6x
|
| Price / Sales |
5.8x
|
0.6x
|
| Price / FCF |
38.6x
|
-2.7x
|
| Revenue Growth YoY |
+21.0%
|
+122.7%
|
| Gross Margin |
35.9%
|
8.4%
|
| Operating Margin |
17.7%
|
4.5%
|
| Return on Equity |
18.9%
|
18.2%
|
| Dividend Yield |
0.98% |
0% |
| FCF Yield |
2.59%
|
—
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
Eaton is a 115-year-old power management company whose Electrical Americas, Electrical Global and Aerospace segments have become a core beneficiary of the same AI data-center, grid modernization and reshoring supercycle driving GE Vernova and Vertiv. Q2 2026 results were record-setting: revenue of $8.5 billion (up 21% year over year, 14% organic), adjusted EPS of $3.15, and segment margins of 23.…
Super Micro Computer, Inc. is a technology company specializing in server and storage systems, with a strong focus on AI infrastructure. The business quality is medium due to its founder-led management with over 30 years of tenure, a widening moat driven by systems engineering and close partnerships with Nvidia, and rapid revenue growth of 122.7% in the most recent quarter. However, the company f…
Accumulation Zones
| Metric |
ETN |
SMCI |
| Zone Low |
$305.00 |
$33.34 |
| Zone High |
$345.00 |
$37.79 |
| In Buy Zone? |
No
|
Yes
|